Bank of Montreal’s Global X Interest Rate Hedge ETF RATE Stock Holding History

Bank of Montreal’s Portfolio RATE Stock Details RATE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-1,500	Closed	-$29.5K	–	4176
2024 Q1	$29.5K	Buy	1,500 +92	+7%	+$1.76K	﹤0.01%	3566
2023 Q4	$34.5K	Sell	1,408 -1,592	-53%	-$44.2K	﹤0.01%	3649
2023 Q3	$79.1K	Buy	3,000 +2,374	+379%	+$61.6K	﹤0.01%	3337
2023 Q2	$15.4K	Sell	626 -1,220	-66%	-$28.8K	﹤0.01%	3763
2023 Q1	$49.3K	Buy	+1,846	New	+$46.2K	﹤0.01%	3372

Other funds holding RATE

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of Montreal's RATE Position: Q2 2024 in Review

Bank of Montreal sold out of Global X Interest Rate Hedge ETF (RATE) in Q2 2024, closing a stake of 1,500 shares — an estimated $29.5K sold.

Bank of Montreal first reported a position in RATE in Q1 2023 and held it in 5 quarters. The position peaked at $79.1K in Q3 2023. 1 fund tracked by Wall St. Rank holds RATE as of Q2 2024.

Bank of Montreal reported no remaining Global X Interest Rate Hedge ETF position as of Q2 2024 after selling out during the quarter.
Bank of Montreal sold 1,500 Global X Interest Rate Hedge ETF shares in Q2 2024, an estimated $29.5K.
Bank of Montreal first reported a position in Global X Interest Rate Hedge ETF in Q1 2023 and held it in 5 quarters.
Bank of Montreal's Global X Interest Rate Hedge ETF position peaked at $79.1K in Q3 2023.
1 fund tracked by Wall St. Rank held Global X Interest Rate Hedge ETF as of Q2 2024.

Based on Bank of Montreal's 13F filing for Q2 2024, filed 14 Aug 2024.